Institutional shares held 7.78 Million
0 calls
0 puts
Total value of holdings $128M
$0 calls
$0 puts
# of Institutions 22


Latest Institutional Activity in AESR

Top Purchases

Q1 2025
Advisor Net Financial, Inc Shares Held: 67.7K ($1.11M)
Q4 2024
Slt Holdings LLC Shares Held: 149K ($2.45M)
Q4 2024
Foundations Investment Advisors, LLC Shares Held: 4.96M ($81.4M)
Q4 2024
Independent Advisor Alliance Shares Held: 91.3K ($1.5M)
Q4 2024
Ae Wealth Management LLC Shares Held: 4.79K ($78.6K)

Top Sells

Q4 2024
First International Bank & Trust Shares Held: 1.06M ($17.4M)
Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 21.4K ($352K)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 421K ($6.91M)
Q4 2024
Townsquare Capital LLC Shares Held: 18.3K ($301K)
Q4 2024
Mosley Wealth Management Shares Held: 42.1K ($691K)

About AESR

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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